Over the last month, as the overall market has sold off as a result of the war in Iran, Alphabet Inc. ( GOOGL ) shares have dropped 21% since their peak in February. Technically, this would meanThis account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firm ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Big Tech stocks were hammered this past week amid growing fears that rising inflation will keep interest rates higher for longer, while company-specific headwinds also weighed on the sector. Collectively, the "Magnificent Seven" megacap stocks erased more than $850 billion in market value over the past week. Meta (META) posted its worst week since October 2025, down more than 11% as Wall Street continued to grapple with the company’s loss in a landmark social media lawsuit earlier this week. A jury fo ...

Alphabet (GOOGL) has had a rough few months. GOOGL stock is down about 20% from its 52-week high, dipping its toes into what Wall Street defines as a bear market. That raises a fair question for long-term investors: is this a warning sign, or a buying opportunity? www.barchart.com The answer isn't simple. But the fundamentals behind this pullback tell a more nuanced story than the price chart alone. The broader tech selloff has hammered AI-linked names in 2026. Macro uncertainty, concerns about the pace ...

Market Overview: A Sea of Red on Wall StreetThe U.S. stock market faced a brutal sell-off on Friday, March 27th, 2026, as a combination of escalating geopolitical tensions in the Middle East and deteriorating consumer sentiment sent major indexes tumbling. The tech-heavy Nasdaq Composite (^IXIC) led the decline, shedding 459.72 points, or 2.15%, to finish at 20,948.36. This move officially pushed the index further into correction territory, marking a more than 10% decline from its recent peaks.The S&P 500 ( ...

Internet Giants ETF Cuts Meta and Alphabet in Rebalance The rebalance trimmed Meta from 7.37% to 6% and Alphabet from 7.25% to 6%, according to ETF Database. The move echoes themes from Morningstar's 2026 Global Outlook, which urged investors to reduce dependence on the Magnificent Seven and take advantage of more attractive valuations elsewhere in technology. The ALPS O'Shares Global Internet Giants ETF (OGIG)reduced its exposure to Meta Platforms Inc. (META)and Alphabet Inc. (GOOGL)during its Ma ...

Memory stocks got hammered this week after Google dropped a research paper that has investors questioning the entire thesis for the AI-driven memory bull run. Alphabet's ((GOOGL) Google Research group published details on Tuesday of a new compression algorithm called TurboQuant, and the fallout was swift. Sandisk Corporation ((SNDK) plunged as much as 11%, Micron Technology ((MU) dropped 7% on Thursday as the selling accelerated, and Western Digital and Seagate each fell over 7%. The damage extended oversea ...

Half a year ago, we highlighted how the rise of AI chatbots risk disrupting Alphabet’s ( GOOG )( GOOGL ) core search business. Although the company’s shares have risen in value since then, the risks have only increased sinceBears of Wall Street is a community of asset managers and traders who take a pragmatic approach to valuing companies. Bears of Wall Street provide unique research with a bearish sentiment on overvalued or weak companies with declining businesses and poor growth perspectives - companies w ...

That's a sharp shift. For years, hyperscalers funded growth largely through internal cash flows. Now, AI capex is outpacing that — and the gap is being filled by the bond market.The AI Arms Race Goes LeveragedThe numbers tell the story.This isn't incremental spending. It's a full-blown arms race, with companies racing to build data centers, secure compute, and scale AI capabilities — even if it means leaning on debt.Notably, Microsoft Corp (NASDAQ:MSFT) has largely avoided this wave, relying instead on its ...

While the market is laser-focused on what is going on in Iran, I think the next leg up in the market could occur when that conflict is wrapped up. While nobody knows for sure when this will happen, investors need to position themselves now, as the rebound could be quick. I believe investors who have moved their assets to more conservative positions during the conflict will be inclined to invest those funds into more aggressive sectors, such as artificial intelligence (AI) investing. There are several comp ...